See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $82,171 | $179,726-54.3% | $156,263-47.4% | $142,382-42.3% |
| Participation rate | 57.9% | 82.1%-24.2pp | 78.9%-21.0pp | 80.1%-22.2pp |
| Annual return | 23.86% | 77.86%-54.0pp | 59.47%-35.6pp | 217.08%-193.2pp |
| Employer contribution / active EE | $1,577 | $5,069-68.9% | $4,333-63.6% | $4,299-63.3% |
| Participant deferral / active EE | $2,134 | $6,956-69.3% | $6,158-65.3% | $6,507-67.2% |
| Admin fee / account holder | $5,307 | $17,272-69.3% | $14,255-62.8% | $12,624-58.0% |